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Nonprofiteer
← MERITER HOSPITAL INC

Form 990 for tax year 2022

Filed by MERITER HOSPITAL INC.

Totals

Total revenue
$605,087,481
Total expenses
$546,370,086
Contributions and grants received
$4,434,543
Grants paid
$70,156
Program service revenue
$554,333,455
Investment income
$42,513,499
Other revenue
$3,805,984
Total assets, end of year
$926,629,829
Total liabilities, end of year
$238,845,582
Net assets or fund balances, end of year
$687,784,247
Program services expenses (Part IX)
$469,380,304
Management and general expenses
$76,113,453
Fundraising expenses
$876,329
Program service expenses (Part III)
$469,380,304

Program services were 85.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $715,413

  • 1e · Government grants (contributions)

    $3,622,851

  • 1f · All other contributions, gifts and grants

    $96,279

  • 2a · Program service revenue: NET PATIENT REVENUE

    total $500,179,127 · related or exempt $500,179,127

  • 2b · Program service revenue: JOINT OPERATING AGREEMENT

    total $32,056,557 · related or exempt $32,056,557

  • 2c · Program service revenue: PHARMACY

    total $10,367,345 · related or exempt $10,367,345

  • 2d · Program service revenue: SUBS & JOINT VENTURES

    total $7,067,214 · related or exempt $7,067,214

  • 2f · All other program service revenue

    total $4,663,212 · related or exempt $3,965,462 · unrelated business $53,675 · excluded $644,075

  • 3 · Investment income

    total $20,656,196 · excluded $20,656,196

  • 6a · Gross rents

    real property $3,021,199

  • 6b · Less rental expenses

    real property $2,904,547

  • 6c · Rental income or loss

    real property $116,652

  • 6d · Net rental income or loss

    total $116,652 · unrelated business $4,955 · excluded $111,697

  • 7a · Gross sales of assets other than inventory

    securities $270,240,897 · other assets $645

  • 7b · Less cost or other basis and sales expenses

    securities $248,148,353 · other assets $235,886

  • 7c · Gain or loss

    securities $22,092,544 · other assets -$235,241

  • 7d · Net gain or loss

    total $21,857,303 · excluded $21,857,303

  • 10a · Gross sales of inventory

    $326,465

  • 10b · Cost of goods sold

    $177,379

  • 10c · Net income from sales of inventory

    total $149,086 · related or exempt $149,086

  • 11a · Other revenue: CHILDCARE SERVICES

    total $1,370,286 · unrelated business $923,274 · excluded $447,012

  • 11b · Other revenue: CAFETERIA/FOOD SVCS

    total $1,230,134 · unrelated business $3,779 · excluded $1,226,355

  • 11c · Other revenue: PARKING REIMBURSEMENT

    total $939,826 · excluded $939,826

  • 11e · Other revenue, total

    $3,540,246

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $45,572 · program services $45,572

  • 2 · Grants to domestic individuals

    total $24,584 · program services $24,584

  • 5 · Compensation of officers, directors and key employees

    total $12,500 · management and general $12,500

  • 7 · Other salaries and wages

    total $222,821,773 · program services $216,694,174 · management and general $6,127,599

  • 8 · Pension plan contributions

    total $5,459,464 · program services $5,309,329 · management and general $150,135

  • 9 · Other employee benefits

    total $33,495,069 · program services $32,573,955 · management and general $921,114

  • 10 · Payroll taxes

    total $14,179,725 · program services $13,789,783 · management and general $389,942

  • 11a · Fees: management

    total $51,892,075 · program services $92,955 · management and general $51,799,120

  • 11g · Fees: other

    total $28,083,306 · program services $27,103,199 · management and general $980,107

  • 13 · Office expenses

    total $3,153,461 · program services $1,299,834 · management and general $1,853,627

  • 16 · Occupancy

    total $13,544,993 · program services $13,072,273 · management and general $472,720

  • 17 · Travel

    total $109,790 · program services $105,958 · management and general $3,832

  • 20 · Interest

    total $7,643,856 · management and general $7,643,856

  • 21 · Payments to affiliates

    total $873,221 · fundraising $873,221

  • 22 · Depreciation, depletion and amortization

    total $22,336,829 · program services $21,557,274 · management and general $779,555

  • 23 · Insurance

    total $1,470,119 · program services $1,418,812 · management and general $51,307

  • 24a · Other expenses: MEDICAL SUPPLIES

    total $106,842,693 · program services $103,113,883 · management and general $3,728,810

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $19,002,303 · program services $17,995,690 · management and general $1,003,505 · fundraising $3,108

  • 24c · Other expenses: STATE REVENUE ASSESSMEN

    total $9,770,604 · program services $9,770,604

  • 24d · Other expenses: EQUIPMENT RENTAL & MAIN

    total $5,608,149 · program services $5,412,425 · management and general $195,724

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $31,112,916 · end of year $24,255,991

  • 2 · Savings and temporary cash investments

    beginning of year $13,705,531 · end of year $16,494,344

  • 4 · Accounts receivable

    beginning of year $34,444,524 · end of year $54,732,354

  • 7 · Other notes and loans receivable

    beginning of year $39,401,849 · end of year $32,612,253

  • 8 · Inventories for sale or use

    beginning of year $5,949,031 · end of year $7,106,330

  • 9 · Prepaid expenses and deferred charges

    beginning of year $589,301 · end of year $435,149

  • 10a · Land, buildings and equipment: cost or other basis

    $463,351,642

  • 10b · Land, buildings and equipment: accumulated depreciation

    $180,267,710

  • 10c · Land, buildings and equipment, net

    beginning of year $284,456,798 · end of year $283,083,932

  • 11 · Investments: publicly traded securities

    beginning of year $505,531,846 · end of year $455,502,236

  • 15 · Other assets

    beginning of year $54,735,768 · end of year $52,407,240

  • 17 · Accounts payable and accrued expenses

    beginning of year $102,283,633 · end of year $92,372,409

  • 19 · Deferred revenue

    beginning of year $32,682 · end of year $33,571

  • 25 · Other liabilities

    beginning of year $145,838,892 · end of year $146,439,602

  • 27 · Net assets without donor restrictions

    beginning of year $715,931,273 · end of year $679,335,774

  • 28 · Net assets with donor restrictions

    beginning of year $5,841,084 · end of year $8,448,473

Mission and programs · 2022

Mission

MERITER HOSPITAL, INC. IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE AND COMMUNITIES WE SERVE.

Activities or mission (Part I)

MERITER HOSPITAL, INC. IS A NOT FOR PROFIT, LOCALLY GOVERNED COMMUNITY HOSPITAL. MERITER HOSPITAL PROVIDES A COMPREHENSIVE ARRAY OF PATIENT-FOCUSED INPATIENT AND OUTPATIENT SERVICES TO MEET THE HEALTH-RELATED NEEDS OF OUR COMMUNITY.

  • MERITER HOSPITAL, INC. IS A 448-BED COMMUNITY HOSPITAL FOCUSED ON DELIVERING QUALITY CARE AND PATIENT SAFETY. MERITER PROVIDES SOLUTIONS TO MANY COMMUNITY HEALTH CARE NEEDS, AND PROVIDES THE REGION'S ONLY AVAILABLE CHILD AND ADOLESCENT PSYCHIATRY SERVICES, AND SEXUAL ASSAULT NURSE EXAMINER SERVICES. MERITER IS PROUD TO DELIVER MORE BABIES THAN ANY OTHER HOSPITAL IN WISCONSIN AND RECEIVED NUMEROUS AWARDS: MERITER RECEIVED:- HEALTHGRADES PATIENT SAFETY AWARD: MERITER WAS RECOGNIZED BY HEALTHGRADES AS A 2022 PATIENT SAFETY EXCELLENCE AWARD RECIPIENT FOR DELIVERING SAFE, HIGH-QUALITY PATIENT CARE DURING THESE CONTINUING CHALLENGING TIMES WHILE ACHIEVING THIS DISTINCTION.- UNITYPOINT HEALTH NAMED TOP 150 PLACES TO WORK IN HEALTHCARE. UNITYPOINT HEALTH WAS NAMED TO THE BECKER'S HEALTHCARE (A HIGHLY REGARDED NATIONAL TRADE PUBLICATION) LIST OF "150 TOP PLACES TO WORK IN HEALTHCARE." THE LIST HIGHLIGHTS HOSPITALS, HEALTH SYSTEMS AND HEALTHCARE COMPANIES THAT PROMOTE DIVERSITY, EMPLOYEE ENGAGEMENT, PROFESSIONAL GROWTH AND WORK/LIFE BALANCE. - ON BEHALF OF NEWSWEEK AND STATISTA, UNITYPOINT HEALTH MERITER HAS BEEN RECOGNIZED AS ONE OF THE BEST MATERNITY HOSPITALS 2022. THIS WILL BE PUBLISHED IN THE MAY 13, 2022 PRINTED ISSUE OF THE MAGAZINE. HOSPITALS WERE ASSESSED VIA A NATIONWIDE SURVEY OF 10,000 MEDICAL PROFESSIONALS, MEDICAL KPI'S, AND PATIENT SURVEY RESULTS. OUT OF THE THOUSANDS OF HOSPITALS THAT WERE A PART OF THE COMPREHENSIVE EVALUATION, ONLY THE TOP 5.8% (350) WILL BE RECOGNIZED. - UNITY POINT HEALTH- MERITER WAS RECOGNIZED BY THE AMERICAN GERIATRIC SOCIETY FOR OUR EXCELLENCE WITH HELP (HOSPITAL ELDER LIFE PROGRAM) OVER THE LAST 12 YEARS. THIS HELP SITE RECOGNITION IS GRANTED TO INSTITUTION'S WHO HAVE DEMONSTRATED A COMMITMENT TO THE AMERICAN GERIATRICS SOCIETY COCARE HELP PROGRAM AND HAVE EXCELLED IN CARRYING OUT THE PROTOCOLS TO IMPROVE THE CARE FOR HOSPITALIZED OLDER PATIENTS.- SARAH JACOBS, DIVERSITY, EQUITY, AND INCLUSION MANAGER, UNITYPOINT HEALTH MERITER HAS BEEN NAMED AS ONE OF WISCONSIN'S 35 MOST INFLUENTIAL ASIAN AMERICAN LEADERS BY MADISON 365. - 2022 GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD FROM THE AMERICAN HEART ASSOCIATION AND AMERICAN STROKE ASSOCIATION.- UNITYPOINT HEALTH MERITER RECEIVED THE GOLD AWARD FOR OUR TRAUMA PROGRAM IN RECOGNITION OF TIMELINESS OF DATA REPORTING IN 2021: 99.9%-99.0% OF RECORDS CLOSED WITHIN 60 DAYS OF PATIENT DISCHARGE.- UNITYPOINT HEALTH AND UNITYPOINT HEALTH MERITER RECOGNIZED IN BRAVA MAGAZINE SEPTEMBER/OCTOBER 2022 EDITION,: WOMEN AT WORK (SUE ERICKSON, CHIEF OPERATING OFFICER, UPH/SHANA WUEBBEN, VICE PRESIDENT HUMAN RESOURCES, UPH-MERITER | HIDING IN THE SHADOWS: A TOLL OF HUMAN TRAFFICKING IN MADISON (SUSAN ALLAN-LEE, FORENSIC NURSE EXAMINER, UPH-MERITER) | AVOIDING BACK-TO-SCHOOL BURNOUT (BETH SAYLES, LCSW PSYCHOTHERAPIST AND CLINIC COORDINATOR, UPH-MERITER). BRAVA MAGAZINE : SEPTEMBER/OCTOBER 2022 (BLUETOAD.COM)- UNITYPOINT HEALTH WAS NAMED TO THE 2022 FORBES "AMERICA'S BEST EMPLOYERS BY STATE" LIST IN ALL THREE STATES WHERE WE'RE LOCATED IOWA, ILLINOIS AND WISCONSIN. THAT'S AMONG ALL EMPLOYERS IN EACH STATE NOT JUST OTHER HEALTH SYSTEMS. THE STATE-BY-STATE RANKINGS ARE BASED ON AN ANONYMOUS SURVEY OF 70,000 AMERICANS WORKING FOR BUSINESSES WITH AT LEAST 500 EMPLOYEES. THE CRITERIA USED INCLUDED:-FAIR PAY O SAFE WORKING CONDITIONS - INCLUSIVE CULTURE O REMOTE WORK BENEFITS-DIVERSITY INITIATIVES - UNITYPOINT HEALTH MERITER IS A 2022 CRYSTAL VISION AWARD RECIPIENT. THIS AWARD IS PRESENTED ANNUALLY BY THE LIONS EYE BANK OF WISCONSIN TO HOSPITAL PARTNERS DEMONSTRATING OUTSTANDING COMMITMENT AND DEDICATION TO FURTHERING THE MISSION OF GIVING THE GIFT OF SIGHT. IN 2021, UNITYPOINT HEALTH MERITER DONORS PROVIDED SIGHT TO AN ESTIMATED 10 RECIPIENTS IN WISCONSIN, THE UNITED STATES, AND WORLDWIDE.- UNITYPOINT HEALTH CLINICS RECEIVED:PATIENT EXPERIENCE METRICS CONTINUE TO PERFORM AT "TARGET AND "EXCEPTIONAL" GOALS ON ALL KEY PERFORMANCE AREAS IN 2022:- DID THE CARE TEAM TREAT YOU WITH COURTESY AND RESPECT 93.0%- WAS THE REGISTRATION AND CHECK-IN STAFF AT THIS CLINIC HELPFUL AND COURTEOUS? 91.8%- DID THIS PROVIDER LISTEN CAREFULLY TO YOU 93.0%- HOW LIKELY WOULD YOU BE TO RECOMMEND THIS PROVIDER TO YOUR FAMILY AND FRIENDS? 88.7%- HOW LIKELY WOULD YOU BE TO RECOMMEND THIS FACILITY TO YOUR FAMILY AND FRIENDS? 84.1%MERITER CLINIC'S OFFERS AMBULATORY HEALTH CARE WITH A FOCUSON PROVIDING EDUCATIONAL, OUTREACH AND REFERRAL PROGRAMS THAT INCLUDE WELLNESS AND DISEASE PREVENTION. THIS OCCURS THROUGH ALL SPECIALTIES FOR INDIVIDUALS AND IN GROUP SETTINGS SUCH AS INDIVIDUAL HEALTH EDUCATION SESSIONS WITH A NURSE PRACTITIONER FOR WOMEN MANAGING THEIR HEART DISEASE, OFFERING GROUP SESSIONS ON THE LATEST ADVANCEMENTS FOR TREATMENTS OF OSTEOARTHRITIS, AND EDUCATIONAL PROGRAMS FOR PREGNANT PARENTS ATTENDING CHILDBIRTH EDUCATION PROGRAMS. MERITER CLINIC'S PROVIDERS ALSO OFFER VARIOUS EDUCATIONAL TALKS AND SCREENING OPPORTUNITIES AS PART OF COMMUNITY PROGRAMS/EVENTS EACH YEAR. MERITER'S ADULT PRIMARY CARE CLINICS INCLUDE DIABETES MANAGEMENT SERVICES THROUGH A TEAM CONSISTING OF ENDOCRINOLOGISTS, PROGRAM SERVICE ACCOMPLISHMENTS: CERTIFIED DIABETES EDUCATORS, DIETITIAN AND HEALTH PSYCHOLOGIST. HEALTH PSYCHOLOGY SERVICES ARE AVAILABLE TO PATIENTS WHO NEED EMOTIONAL SUPPORT AND GUIDANCE AS THEY WORK THROUGH PERSONAL HEALTH CHANGES. MERITER CHILD & ADOLESCENT PSYCHIATRY STAFF PROVIDE EDUCATIONAL SESSIONS FOR SCHOOL PERSONNEL. MERITER PRIMARILY SERVES PATIENTS FROM DANE COUNTY.

    Expenses $469,380,304 · Grants $70,156 · Revenue $555,414,549

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • John Ashley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Rukmini Banerjee

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Kathy Blumenfeld To 122

    BOARD MEMBER

    Total calculated
    $300
    From this org
    $300
    From related orgs
    $0
    Other
    $0
    Hours/week
    1 + 1 related

  • Alison Craig-Shashko MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Sue Erickson To 622

    BOARD MEMBER/CEO/ASST TREAS

    Total calculated
    $923,569
    From this org
    $0
    From related orgs
    $770,752
    Other
    $152,817
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $582,404 related
    Bonus
    $0 + $166,447 related
    Other
    $0 + $21,901 related
    Deferred
    $0 + $130,352 related
    Nontaxable benefits
    $0 + $22,465 related
    Filer's total
    $0 + $923,569 related

  • Virginia Graves

    BOARD MEMBER

    Total calculated
    $10,000
    From this org
    $0
    From related orgs
    $10,000
    Other
    $0
    Hours/week
    1 + 1 related

  • Ronald Henshue

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Bradley Manning MD

    BOARD MEMBER

    Total calculated
    $17,750
    From this org
    $0
    From related orgs
    $17,750
    Other
    $0
    Hours/week
    3 + 3 related

  • Newrhee Kim MD

    BD MEMBER/VICE CHAIR(FR 6/22)

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Margaret Noreuil RN PhD

    BD CHAIR(TO 6/22)/PAST CHAIR(FR 7/22)

    Total calculated
    $15,300
    From this org
    $6,550
    From related orgs
    $8,750
    Other
    $0
    Hours/week
    3 + 3 related

  • Pat Setji

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Doug Strub

    BD VICE CHAIR(TO 6/22)/CHAIR(FR 7/22)

    Total calculated
    $0
    Hours/week
    3 + 3 related

  • Mary Thompson MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Cheryl Wittke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • Jason Yelk Do Fr 322

    BOARD MEMBER

    Total calculated
    $346,881
    From this org
    $0
    From related orgs
    $331,631
    Other
    $15,250
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $298,950 related
    Bonus
    $0 + $30,000 related
    Other
    $0 + $2,681 related
    Deferred
    $0 + $15,250 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $346,881 related

  • James Arnett Coo To 622

    PRESIDENT/CEO (FR 6/22)

    Total calculated
    $566,811
    From this org
    $0
    From related orgs
    $475,197
    Other
    $91,614
    Hours/week
    45 + 5 related

    Schedule J breakdown matched by us

    Base
    $0 + $372,083 related
    Bonus
    $0 + $96,354 related
    Other
    $0 + $6,760 related
    Deferred
    $0 + $63,164 related
    Nontaxable benefits
    $0 + $28,450 related
    Filer's total
    $0 + $566,811 related

  • Beth Erdman

    CFO/TREASURER

    Total calculated
    $508,899
    From this org
    $0
    From related orgs
    $424,474
    Other
    $84,425
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $320,768 related
    Bonus
    $0 + $96,044 related
    Other
    $0 + $7,662 related
    Deferred
    $0 + $51,312 related
    Nontaxable benefits
    $0 + $33,113 related
    Filer's total
    $0 + $508,899 related

  • Pam Wetzel MD

    CMO/ASST SECRETARY

    Total calculated
    $668,052
    From this org
    $0
    From related orgs
    $581,759
    Other
    $86,293
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $437,614 related
    Bonus
    $0 + $130,301 related
    Other
    $0 + $13,844 related
    Deferred
    $0 + $65,263 related
    Nontaxable benefits
    $0 + $21,030 related
    Filer's total
    $0 + $668,052 related

  • Sherry Casali

    CHIEF NURSING OFFICER

    Total calculated
    $422,837
    From this org
    $0
    From related orgs
    $369,475
    Other
    $53,362
    Hours/week
    5 + 45 related

    Schedule J breakdown matched by us

    Base
    $0 + $277,110 related
    Bonus
    $0 + $82,149 related
    Other
    $0 + $10,216 related
    Deferred
    $0 + $40,078 related
    Nontaxable benefits
    $0 + $13,284 related
    Filer's total
    $0 + $422,837 related

  • Shana Wuebben

    VP HR/SECRETARY

    Total calculated
    $333,771
    From this org
    $0
    From related orgs
    $289,738
    Other
    $44,033
    Hours/week
    35 + 15 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,726 related
    Bonus
    $0 + $62,232 related
    Other
    $0 + $4,780 related
    Deferred
    $0 + $11,616 related
    Nontaxable benefits
    $0 + $32,417 related
    Filer's total
    $0 + $333,771 related

  • Kristine Holmes

    DIR MED/SURG NURSE

    Total calculated
    $238,391
    From this org
    $208,344
    From related orgs
    $0
    Other
    $30,047
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $174,102
    Bonus
    $26,476
    Other
    $7,766
    Deferred
    $8,520
    Nontaxable benefits
    $21,527
    Filer's total
    $238,391

  • Julie Rice

    REGISTERED NURSE

    Total calculated
    $226,783
    From this org
    $197,808
    From related orgs
    $0
    Other
    $28,975
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $192,215
    Bonus
    $188
    Other
    $5,405
    Deferred
    $8,018
    Nontaxable benefits
    $20,957
    Filer's total
    $226,783

  • Michael Nyffeler

    PHARMACY CLINICAL MANAGER

    Total calculated
    $216,237
    From this org
    $191,151
    From related orgs
    $0
    Other
    $25,086
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,512
    Bonus
    $5,953
    Other
    $686
    Deferred
    $7,831
    Nontaxable benefits
    $17,255
    Filer's total
    $216,237

  • Robert Falsey

    PHARMACY OPERATIONS MANAGER

    Total calculated
    $214,953
    From this org
    $197,690
    From related orgs
    $0
    Other
    $17,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $183,985
    Bonus
    $12,640
    Other
    $1,065
    Deferred
    $7,934
    Nontaxable benefits
    $9,329
    Filer's total
    $214,953

  • Carla Griffin

    EXECUTIVE DIRECTOR JOA

    Total calculated
    $250,742
    From this org
    $221,310
    From related orgs
    $0
    Other
    $29,432
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $196,916
    Bonus
    $23,213
    Other
    $1,181
    Deferred
    $8,990
    Nontaxable benefits
    $20,442
    Filer's total
    $250,742

  • Art Nizza Dsw To 221

    FORMER CEO UPH-MERITER

    Total calculated
    $814,375
    From this org
    $0
    From related orgs
    $814,375
    Other
    $0
    Hours/week
    0

    Schedule J breakdown matched by us

    Base
    $0
    Bonus
    $0
    Other
    $0 + $814,375 related
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $814,375 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINES 4A-B
SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUAL(S) RECEIVED SEVERANCE PAYMENTS DURING THE YEAR THAT WERE INCLUDED IN THEIR TAXABLE INCOME: ART NIZZA, DSW $814,375 NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: JAMES ARNETT $50,964, SHERRY CASALI $27,878, BETH ERDMAN $39,112, SUSAN ERICKSON $108,417 & PAM WETZEL $53,063.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ADVANCED IMAGING CENTER LLC

    DIAGNOSTIC RADIOLOGY CENTER · IA · general or managing partner

  • ANKENY MEDICAL PARK SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • CENTRAL IOWA CARDIOVASCULAR CO-MANAGEMENT CO LLC

    CARDIOVASCULAR MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA ONCOLOGY CO-MANAGEMENT COMPANY

    ONCOLOGY MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • CENTRAL IOWA PHYSIO LLC

    PHYSICAL THERAPY SERVICES · IA · general or managing partner

  • CENTRAL IOWA SURGICAL SERVICES CO-MANAGEMENT CO LLC

    SURGICAL MANAGEMENT & ADMINISTRATIVE SERVICES · IA · general or managing partner

  • DUBUQUE ENDOSCOPY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • EASTERN IOWA SLEEP SUPPLY LLC

    MEDICAL EQUIPMENT RETAIL SALES · IA · general or managing partner

  • HEALTH CARE AFFILIATES OF THE TRI-STATES LLC

    PROVIDE ACCESS TO LICENSED SOFTWARE · IA · general or managing partner

  • IOWA DIAGNOSTIC IMAGING AND PROCEDURE CENTER LC

    OUTPATIENT DIAGNOSTIC IMAGING · IA · general or managing partner

  • IOWA HEALTH SYSTEM CONTRACTING SERVICES LC

    GROUP PURCHASING · IA · general or managing partner

  • LAKEVIEW SURGERY CENTER LC

    SURGERY CENTER · IA · general or managing partner

  • MR ASSOCIATES LLP

    OWN AND OPERATE MR UNIT · IA · general or managing partner

  • ORTHOPAEDIC OUTPATIENT SURGERY CENTER LC

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • REHABILITATION THERAPY SERVICES LLC

    REHABILATION THERAPY · IL · general or managing partner

  • THE OUTPATIENT SURGERY CENTER OF CEDAR RAPIDS LLC

    AMBULATORY SURGERY CENTER. · IA · general or managing partner

  • UNITED MEDICAL PARK ASC LLC DBA THE SURGERY CENTER AT UNITED MEDICAL PARK

    AMBULATORY SURGERY CENTER · IA · general or managing partner

  • UPHT-SCA HOLDINGS LLC

    AMBULATORY SURGERY CENTER INVESTMENT · DE

  • WEST HOSPITAL ORTHOPEDIC CO-MANAGEMENT COMPANY LLC

    ORTHOPEDIC SERVICE LINES MANAGEMENT · IA · general or managing partner

  • WEST LAKES SLEEP CENTER LLC

    SLEEP DISORDER DIAGNOSTIC TESTING FACILITY · IA · general or managing partner

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABBE MANAGEMENT CORPORATION

    C · MANAGEMENT SERVICES · IA

  • BELCREST SERVICES LTD

    C · MEDICAL SERVICES · IL

  • BROADBAND INC

    C · INFORMATION TECHNOLOGY MGMT. · IA

  • DELHI POINT CONDO ASSOCIATION

    C · REAL ESTATE MANAGEMENT · IA

  • HCP CORPORATION

    C · REAL ESTATE RENTAL · WI · 100% owned · share of income $313,599 · share of assets $1,632,668

    Directly controlled by MERITER HOSPITAL INC

  • HANSEN CHARITABLE REMAINDER ANNUITY TRUST

    T · INVESTMENT · IA

  • HANSEN CHARITABLE REMAINDER UNITRUST

    T · INVESTMENT · IA

  • HEALTH ADVANTAGE PLUS INC

    C · PHYSICAL THERAPY · IA

  • HEALTH PLUS INC

    C · MANAGED CARE ADMINISTRATION · IL

  • HNC SERVICES

    C · FIBER OPTIC NETWORK SERVICES · IA

  • MEDIMORE INC

    C · MANAGED CARE · IA

  • MERITER HEALTH ENTERPRISES INC

    C · MANAGEMENT SERVICES · WI

  • MERITER MANAGEMENT SERVICES INC

    C · ADMINISTRATIVE SERVICES · WI

  • METHODIST HEALTH VENTURES INC & SUB

    C · PHARMACY/OFFICE STAFFING · IL

  • OPTIMUM HEALTH SOLUTIONS INC

    C · HEALTH & WELLNESS CONSULTING · IA

  • PEKIN PROHEALTH INC

    C · CLINIC · IL

  • PRECEDENCE INC

    C · MANAGED MENTAL CARE · IA

  • PRECEDENCE PLUS INC

    C · MANAGED MENTAL CARE · IA

  • PROVIDER RESOURCE MANAGEMENT INC

    C · RESOURCE MANAGEMENT · IL

  • STL HEALTH RESOURCES CO

    C · PHYSICIAN OFFICE RENTAL · IA

  • TRINITY HEALTH ENTERPRISES INC

    C · RETAIL DURABLE MEDICAL EQUIPMENT & PHARMACY · IL

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202333189349313138

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